Sur le même thème :

• The First FriendFeed Event: MSFT and YHOO

  Well, just spent the past four hours watching FriendFeed for interesting discussions about the Yahoo/Microsoft deal. This is the result. Page-after-page of conversations. It’s like a new talk show. There’s even an audio talk show that I participated in during this time. Do you see it on the feed? This is the new conversation. Now compare to Techmeme’s conversations about the same. It has a totally different feel.

• Google: A Buy On MSFT/YHOO News?

  Fred Wilson submits: The times are indeed changin'. I put some lyrics from the epic Bob Dylan song about change at the end of my post on who ends a web service this morning. But they are apropos to the news from the big Internet companies over the past 12 hours. Wow. Complete Story »

• MSFT-YHOO: A Look at the Advisers

• Another Difficulty for a MSFT-YHOO Marriage: Recruiting

  With competition for engineering talent in Silicon Valley as fierce as it has been since the late 1990s, if not fiercer, one crucial question about Microsoft's $44.6 billion bid for Yahoo is whether a combined company could more easily attract software engineers — an increasingly precious commodity. Both companies are already fighting the perception that their most innovative days are behind them.

• Wednesday's Options Report: CSCO, RTH, JCG, OMX, NYX, MSFT, YHOO

  Rebecca Engmann Darst co-authored this article. (CSCO) – Once bitten, twice shy…Option traders have heeded the past lessons of Cisco, one quarter after allusions from its CEO to a drop-off in US corporate IT spending overshadowed better-than-expected earnings, sparking a massive, 9% sell-off in its stock that infected other tech tickers as well. With Cisco due to report earnings after the bell today.

• MSFT's Call Option on YHOO

  Ashkan Karbasfrooshan submits: Is Yahoo! (YHOO) checkmate? In one word: yes. And that is why MSFT is all of a sudden in no rush.Complete Story »

• Thursday's Options Report: Shire, Ford, YHOO, FO, XLF, MSFT, EBAY, ESRX

  Rebecca Engmann Darst co-authored this article. (SHPGY) –Shire PLC ADR – Our market scanners captured an unusual level of activity in out-of-the-money calls of Shire, the maker of ADHD drug Adderall and a series of gastrointestinal and renal drugs. Shares are trading 3% higher today $63.29 with options moving at 15 times the normal level – the equivalent of 80 percent of all its open option positions .

• CNBC.com goes all out on MSFT-Yahoo story

  CNBC.com threw together a very cool Microsoft/Yahoo deal page - with tons of video from CNBC today, stock watch (for YHOO, MSFT and GOOG) and analysis. (via ICN)

• Alibaba Group Reportedly Seeking Buyer For Stake Held By YHOO

  Eric Savitz (Barron's) submits: Alibaba Group has reportedly is seeking a buyer for the 39% stake in the company held by Yahoo (YHOO), apparently in an attempt to keep the block out of the hands of Microsoft (MSFT).Complete Story »

• Yahoo / MSFT Deal at $31 Now "Inevitable" - Piper Jaffray

  Eric Savitz (Barron's) submits: Is it game over for Yahoo (YHOO)? Piper Jaffray’s Gene Munster thinks so. In a research note yesterday, he wrote that it now appears “inevitable” that the company will sell to Microsoft (MSFT) at the current $31 a share bid price. Reflecting that view, he cut his price target on YHOO shares to $31 from $33. Complete Story »